Portfolio (Quarterly)
Guide ↗
Rede Wealth, LLC
· CIK 0001842054| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | ESGD | ISHARES TR | — | 2,606.0 | $268K | 0.09% | +502.0 | +23.9% | $102.81 | +2.5% |
| 22 | IEF | ISHARES TR | — | 2,768.0 | $262K | 0.09% | +326.0 | +13.3% | $94.57 | -2.6% |
| 23 | XJH | ISHARES TR | — | 4,864.0 | $254K | 0.08% | +255.0 | +5.5% | $52.15 | -3.5% |
| 24 | HODL | VANECK BITCOIN ETF | — | 12,793.0 | $212K | 0.07% | +854.0 | +7.2% | $16.61 | +31.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
39.8%
Financial Services
17.8%
Healthcare
14.6%
Consumer Cyclical
9.8%
Industrials
7.5%
Energy
4.7%
Communication Services
3.2%
Consumer Defensive
2.6%